job description
Join PERSOL as a Client Service Executive in our Wealth Management division, where you’ll play a pivotal role in delivering exceptional service to high-net-worth clients. Based in beautiful Bali, this contract position offers a unique opportunity to blend professional growth with a tropical lifestyle while ensuring seamless client experiences that deepen relationships and drive business sustainability.
As a trusted advisor, you’ll act as the primary point of contact for wealth clients, providing personalized support, resolving inquiries, and coordinating with internal teams to deliver tailored financial solutions. Your ability to build rapport, anticipate needs, and maintain the highest service standards will directly contribute to client retention and satisfaction.
This role is ideal for customer service professionals with a passion for finance and a desire to work in a dynamic, international environment. Enjoy the flexibility of remote or hybrid work while being part of a global team committed to excellence.
Responsibility
- Serve as the dedicated point of contact for wealth management clients, ensuring prompt and professional resolution of inquiries.
- Coordinate with financial advisors, relationship managers, and back-office teams to deliver seamless service.
- Proactively identify opportunities to enhance client relationships through personalized communication and service improvements.
- Maintain accurate client records and documentation in compliance with regulatory standards.
- Escalate complex issues to senior management while providing timely updates to clients.
- Assist in onboarding new clients, including KYC (Know Your Customer) verification and account setup.
- Monitor client portfolios and alert relevant teams to potential service or investment opportunities.
- Contribute to process improvements to optimize client service efficiency and satisfaction.
Qualifications
- Minimum 2 years of experience in customer service, preferably in banking, wealth management, or financial services.
- Strong interpersonal and communication skills, with fluency in English (additional languages a plus).
- Proven ability to manage client relationships with discretion and professionalism.
- Familiarity with CRM systems and financial service platforms.
- Detail-oriented with excellent organizational and multitasking abilities.
- Ability to work independently in a remote or hybrid setting while collaborating with global teams.
- Basic understanding of wealth management products and services is advantageous.
- Contract-specific: Availability for a 12-month commitment with potential for extension.